Superior Planning, LLC’s Brunswick BC Stock Holding History

Superior Planning, LLC’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$34.6K	Buy	+539	New	+$41.2K	0.01%	488

Other funds holding BC

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's BC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Brunswick (BC) in Q3 2026: 539 shares worth $34.6K. The stake represents 0.01% of the portfolio and ranks #488 among its holdings.

301 funds tracked by Wall St. Rank hold BC as of Q3 2026.

Superior Planning, LLC held 539 shares of Brunswick worth $34.6K as of Q3 2026.
Brunswick was a new Superior Planning, LLC position in Q3 2026.
Brunswick made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #488 holding.
301 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.